Join Redtail and Maureen Wilke, founder of The CONNECTED Advisor and Redtail partner, for effective Summer Client Acquisition Strategies to increase wallet share and systematize client referrals.

Part 1 – Be Prepared for Referrals [40:32]

• Share Your Communication and Services Calendar – remind clients of the “white glove” services you deliver.
• Identify Client Referrals Using LinkedIn – three steps to get introductions to the right prospects and share your “white glove” services.

Joining Maureen as a special guest is Eli Suarez, Vice President, Custody Solutions with Axos Advisor Services.

Don’t miss these valuable strategies with links for easy implementation!

Part 2 – Deliver "White Glove" Client Referral Meetings & Events [36:49]

• This session includes the referral blueprint and successful examples, including sponsoring charitable functions.

Joining Maureen as a special guest is Eli Suarez, Vice President, Custody Solutions with Axos Advisor Services.

Don’t miss these valuable strategies!